Blog

12 Money-Smart Gifts to Give During Retirement

This was a great, and appropriate article I found today on U.S. News & World Report, written by Rachel Hartman. If you have any other good gift suggestions, please leave a comment at the bottom of this post. With the holidays approaching, you may be receiving wish lists from children and grandchildren. And the larger…
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3 Reasons Investors Shouldn’t Leave the Old 401(k) Behind

Great read from U.S. News & World Report, by Kristin McFarland Highlights Combining old 401(k) monies into one IRA will simplify your life and make it much easier to manage the money Disorganized financial life leads to major financial stress IRA accounts offer a much broader selection than most 401(k) plans, and most likely better…
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Do your kids a favor: Pick retirement savings over tuition

Most financial planners advise never tapping retirement savings to pay for your kid's education. Even as college costs climb, there are still options to borrow that cash, whereas it's often noted that you can't borrow for retirement. Yet about one-third of Americans with kids under 18 say they plan to use retirement savings or "could…
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Why You Haven’t Saved Enough for Retirement: 5 Excuses Financial Planners Hear

This is a great article I came across on US News, written by Geoff Williams on 10/30/18 While everyone knows it's important to save for retirement, not everyone heeds that well-worn advice. Data suggests that many Americans have saved little or nothing for their golden years. In fact, Northwestern Mutual's 2018 Planning & Progress Study, which surveyed…
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